Using the Conversion Report

Unlike the stats report, which groups and aggregates all the stats in your network, the conversion report serves as a line item list of conversions that have come into your network. Here, you can view all the data specific to each conversion, including the transaction ID used to attribute the conversion to the source click.

The conversion report is also the resource for managing the status of any conversion in the system. In most cases, the conversion is the point where the partner’s payout is determined. Approving or rejecting conversions affects the overall earnings for the partner. The conversion report lets you modify the status of the conversion or even the payout/revenue directly.

This article is part of our Popular Features series.

Report Overview

In the conversion report, you can select from a large number of data fields to display and narrow down your results using filters. You can also adjust the timezone and select a timeframe to draw data from.

To access the conversion report for your network, go to Reports > Conversion Report.

Data Fields

The following fields are selected by default, with the timeframe set to the current day:

  • Partner
  • Offer
  • Status
  • Status Message
  • Payout
  • Revenue
  • Sale Amount
  • Transaction ID
  • Date / Time
  • Partner Sub ID 1

For the data fields and mobile data sets, each option selected appears as a column in the conversion report. Each field that you see is a static value, which means it cannot be modified with the exception of the Status, Note, Payout, Revenue, and Sale Amount fields.

In this example, the Offer, Partner, Advertiser, Date / Time, Status, Payout, Revenue, and Transaction ID fields are selected in the data selectors and are displayed as columns in the report:

Filters & Search

You can filter your conversions using the provided options. To activate a filter, first check the box for that filter. In the field that appears, enter the data points you want to display. Here, the offer filter was activated and an offer was selected from the list of all offers:

For partners, offers, and advertisers, you can pull up the account by searching for either the name or the numerical ID associated to it (in the image above, Offer ID: 45). The adjustment filter is a simple boolean value that only shows conversions which were created as adjustments or not. You can add multiple options to a filters, and can separate the values by selecting values from the autocomplete field.

Below the Filters section is a search field. To use this field, you need to select the value you are searching for. In this case, we selected to search for a transaction ID:

With the transaction ID selected, this searches the conversion report for any conversions with the transaction ID of “102207661846645140902”. The search does not have to be an exact match; it searches for transaction IDs that contain that string. The same rule applies all the searchable fields. You can search by the following fields:

  • Conversion IP
  • Session IP
  • Transaction ID
  • Partner Source
  • Partner Sub ID 1
  • Partner Sub ID 2
  • Partner Sub ID 3
  • Partner Sub ID 4
  • Partner Sub ID 5
  • Advertiser Sub ID
  • Tracking Link Referral
  • Conversion Pixel Referral

If you want to change the date range of the conversions that you want to view in your report, you can do so with the Timeframe section. Here you can select from a preset set of date ranges, including:

  • Today (current day)
  • Yesterday
  • Last 7 Days
  • This Month (1st of month – Today)
  • Last Month (1st to 30th/31st)
  • Last Six Months (1st of month six months from today – Today)
  • All Time (Jan 1, 2007 – Today)

If you want a more specific date range, you can use the beginning and ending date selectors to select the desired date range. Click Run Report to update the report with the new date range.

Saving & Scheduling Reports

Once you’ve put together a report, you can save it to run again later. Not only that, you can have TUNE generate a similar report for you on a regular basis. You can get more details in our Saving & Scheduling Reports article.

Approving / Rejecting Conversions

One of the main functionalities of the conversion report is the ability to manage conversions. It is often the case that you or an advertiser will have to audit your conversions and reject some already existing conversions, or approve conversions that were marked as pending and needed to be verified.

Conversions may be rejected because the user who converted on the product or service has requested a refund and the partner does not get commission for refunded sales. Other times the conversion could have been created fraudulently, and needs to be scrubbed from the reports.

There are several ways to modify the status of a conversion. If you are singling out one or a few selected conversions to be rejected, you can quickly do so in the Status column in the report itself:

When you click Reject for the conversion, the status is immediately updated to “Rejected”. This means that the conversion will be omitted from stats and aggregate totals in other reports, and ultimately the partner’s earnings at the end of the billing period. Conversions appear in the conversion report even when rejected. If you later want to re-approve a conversion, click the Approve link next to it.

Pending Conversions

If an offer has conversion approval enabled, pending conversions can be approved or rejected as well from the conversion report. When a conversion is set to pending status, it won’t appear in the partner’s stats. However, they can still view the pending conversion on their end if you allow them to view pending conversions (you can control what statuses the partner can view in the Partner network settings). Conversions from proxy IP addresses can also come in as pending. In both situations, you must manually approve or reject the conversion.

Group Approval/Rejecting Conversions

In the case where you want to reject or approve more than 5 conversions at one time, you can use the checkbox on the left of each conversion row and select the desired conversions you want to update. Once selected, click either Approve Conversions or Reject Conversions, depending on which action you want to take. This updates the selected conversions to the status you selected.

Bulk Updating Conversions

In the event that you have dozens, hundreds, or even thousands of conversions that you want to update the status of, you can use the conversion upload tool, which uses CSV files to update the status of selected conversions. You can update up to 10,000 conversions per file.

Conversion Messages

In the conversion report, each conversion status is accompanied with a status message, a statement that explains why the conversion received a certain status.

Approved Conversions

Status Message Description
“Client cookie tracking” Conversion made using an iframe or an image pixel
“Server postback tracking” Conversion made using a server postback
“Employee Test” Conversion made by an employee with an active admin interface session
“Conversion created via upload” Conversion made using the conversion upload tool

Pending / Rejected Conversions

Status Message Description
“Known Proxy” Conversion not made because the conversion originated from a known proxy server
“Duplicate Conversion by Transaction ID” Conversion not made because a single transaction ID was passed multiple times
“Server IP not Whitelisted” Conversion not made because a server IP was not on the whitelist in place
“Wrong Tracking Protocol” Conversion not made because the tracking protocols used for the click and conversion were different
“Conversion Cap Exceeded” Conversion not made because it exceeded a conversion cap in place

Conversion Details Page

If you want to see the summary for a specific conversion, you can do so with the conversion details page. To access this page in the conversion report, click the magnifying glass icon on the far right column for the conversion:

The conversion details page displays basic offer information, partner values passed (if any), and payout and revenue info. You can also see tracking information like the datetime, referral URLs, and user agent of the conversion.

Editing Payout & Revenue for a Conversion

From the conversion details page, you can edit the existing payout, revenue, and sale amount for the conversion. In the Payout panel, click Edit. On the next page, you can enter the new values in. Upon saving, the new values will be reflected for the conversion and should start taking effect in the stats report earnings immediately.

Conversion Note

On the details page, you also have the option to add a note to a conversion, that can be viewed by you and the partner. This is often used to notify of a lead, usually when a rejection is set, or when additional information about the lead needs to be communicated to the partner.

Updating Conversion Note via API

The conversion note field can be updated with the API, however this is not accomplished with the “updateConversion” field, but an auxiliary method called conversionMeta.

Here’s an example API call to update a conversion note:

http://api.hasoffers.com/v3/ConversionMeta.json?Method=update&NetworkToken=API_KEY&NetworkId=DEMO&data[conversion_id]=123456&data[note]=NOTE HERE

Note that the ID field being used is the conversion ID, not the transaction ID. You can obtain the conversion ID from another API call.